Insights & Resources
Practical Salesforce knowledge from the ElixirTech team — guides, best practices, and lessons from the field.
How to Add an Account and Contact in Salesforce
Accounts and Contacts are the foundation of your CRM. Learn how to create them correctly, link them together, and avoid the most common data quality mistakes.
How to Use an Opportunity in Salesforce
Opportunities are how you track deals in progress. This guide covers creating an opportunity, managing stages, logging activities, and closing a deal the right way.
How to Add Users in Salesforce
A step-by-step guide for admins on creating new users — covering licenses, profiles, roles, and what to do when someone leaves the company.
Getting Started with Salesforce CPQ
CPQ can transform how your team quotes and closes deals. Learn the key concepts — products, bundles, pricing rules, approvals, and quote templates — before you get started.
How to Update Page Layouts in Salesforce
Page layouts control what your users see on every record. Learn how to add fields, create sections, manage related lists, and assign layouts to the right profiles.
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